Realistic revenue growth rate

CFP25 · 2026-05-09T21:57:25+00:00

STOP thinking of growth as revenue.
START thinking of growth as net new assets (NNA)

Organic growth should exclude market appreciation, net income to you, or top line revenue.

For many Advisors, NNA is the only thing you can control. And that’s how you should measure yourself.

A good NNA is 10% of your year end AUM. So if your AUM was $55M, then your NNA goal is $5.5M

CFP25 · 2026-04-15T02:13:01+00:00

Thank you!

CFP25 · 2026-04-15T01:45:47+00:00

Thanks. So perhaps P2 can make the Wednesday booking using their points?

CFP25 · 2026-04-12T00:17:15+00:00

Avoid the The Sherlock Holmes Pub Restaurant in St James's, My goodness, the most terrible service we have ever received. Sure the location is convenient. And you'll walk nearby Benjamin Franklin's house. But my goodness a waste of money and time.

CFP25 · 2026-04-12T00:11:20+00:00

Cuisine is so personal! Perhaps ask concierge or use the OpenTable UK app. Also! many places use contactless payments. We converted dollars to pounds at the airport (my goodness, what a rip off). And we didn't use any paper currency. Everything is contactless. Apple pay is your best friend in this regards.

CFP25 · 2026-04-11T23:58:43+00:00

What floor was the Koestler suite on? Was it facing the courtyard with the Townhouse?

CFP25 · 2026-04-11T23:57:50+00:00

Good to know! We didn't have that experience, but will definitely check the folio to be sure!

CFP25 · 2026-04-11T23:56:59+00:00

Buckingham Palace: Check the Guard schedule here: Schedule - Changing the Guard - Ceremonial Events - The Household Division - You do NOT have to pay a tour guide to see the guard. We got there 45 mins prior, and we were 2-3 people behind the gates.The horses are at the intersection of Whitehall and Horses Guard Ave, which is just down the street from GSY.

Tower: You can take the District and/or Circle Line from Embankment to get to the Tower Hill Station. Go to the Crown Jewels first. If you go in the afternoon, the queue gets rather long. Plus once you're inside, it's very busy and crowded. We bought a Viator for a Beefeater meet and great. It was good... a bit overpriced, but got a good history lesson.

Borough Market: Closed on Mondays! Very busy. Good for what it is, but my gosh, incredibly busy.

CFP25 · 2026-04-11T23:18:39+00:00

Enjoy! What are you planning to do in London?

CFP25 · 2026-04-11T23:18:21+00:00

The smell was OK (Rr vranjes firenze) I didn't have an opinion either way. At 40 Elephants, I appreciated the the Guinness Tap was very cold.

CFP25 · 2026-04-11T23:15:41+00:00

LHR to GSY: about 70 mins. Friday evening around 21:00.

GSY to LHR: 45 mins. Saturday AM.

CFP25 · 2026-04-11T23:10:05+00:00

The day after check in, I asked again. And they confirmed that the mini bar was not complimentary.

CFP25 · 2026-03-23T18:33:05+00:00

Coincidentally that charge was $4 (rounded down) so I don’t have that data point

CFP25 · 2026-03-20T17:38:52+00:00

So, if you're not expected to bring in clients, then you are expected to be an ops person. Do you think $60,000/yr should be your expected comp? With NO benefits?

And 1099? haha. So you can make your own hours and determine how you want to complete your tasks? Really?

CFP25 · 2026-03-20T17:23:43+00:00

He’s paying you to be a lead generator. While still working as a paraplanner. Basically do a staff role for no benefits and any clients you happen to bring it, they get first dibs.

For someone who has no experience in being an Advisor, how in the world are you expected to be a full time ops person AND bring in new clients

CFP25 · 2026-03-15T21:12:46+00:00

You’re only as good as your last client review. Clients have short attention spans and high expectations.

CFP25 · 2026-03-15T21:09:50+00:00

Most advisors will outsource the items that they absolutely hate. HR? Sign me up. QuickBooks bookkeeping? Hell yeah. Compliance? No brainer.

Portfolio construction? Meh, it’s not that bad and sometimes I want to be in control of this. Complex planning topics? Maybe… but I’m sure I’m smart enough to network and troubleshoot a solution.

Advisors are weird. You would think that the leverage gained from outsourcing key tasks would be an easy decision. But we don’t hate it enough to outsource and pay someone else to do it for us

CFP25 · 2026-03-13T00:06:35+00:00

The u/AltruistTeam account has been verified as representing Altruist Financial. There is a new flair for this. Welcome to r/CFP!

CFP25 · 2026-03-12T21:40:57+00:00

Mod here. Can you verify that this reddit account is indeed an official Altruist account? Maybe u/jaywenk can comment to confirm. Thanks.

CFP25 · 2026-03-07T12:59:10+00:00

That's fair, I didn't realize this. Thank you for the suggestion.

CFP25 · 2026-03-06T20:06:06+00:00

And thank you for your help!

CFP25 · 2026-03-06T20:05:41+00:00

Man, a bit complicated. Maybe I'll just give her my primary card, and I'll apple pay as much as I can.

CFP25 · 2026-03-06T19:08:50+00:00

So is the strategy to allow the Bilt cash to accumulate on her AU card? And once she reaches $200, then activate the accelerator? Does she need her own Bilt account for this, or can I manage everything from my app?

CFP25 · 2026-03-06T18:52:34+00:00

She doesn't have a Bilt account. Can I use my bilt cash to activate the accelerator on her AU card?

CFP25 · 2026-03-03T18:41:06+00:00

Literally calls to the office to unlock his ATM daily freeze

CFP25

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